Estate Planning - Wills & Trusts

If something unexpected happens to you and you haven’t done any advance planning, the State of California has a plan for you, and it probably isn’t what you or your loved ones want.  Without a plan, your wealth and assets may be tied up in probate court for months or years, and the people you care about may be swept up in conflict and litigation and may not fully benefit from your legacy in the end.

Our office helps you understand the consequences of not having a comprehensive estate plan in place, and the impact it will have on you and your loved ones.  

We offer a comprehensive process to educate you, prepare a tailored, comprehensive plan that is right for you, and ensure your plan works for you when you need it.  Before meeting, we ask that you complete an inventory that will help you get organized to understand what you own and the decisions you need to make. We will then schedule an in-depth planning session to spend time together reviewing this document, and how to best meet your goals now, in the future, and after you are gone.

We also charge a flat fee for our services.  With us, you will always know your fee up front, based on your individual plan, and there will never be any surprises.  We also include a complimentary three-year review of your plan to ensure that as your life changes, so will your estate plan.

Please schedule a complimentary consultation or call us at (408) 785-7376 to find out how we can help you today.